GI
ESML icon

Gradient Investments’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Gradient Investments’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.21M Buy
75,253
+2,804
+4% +$146K 0.06% 209
2026
Q1 		$3.41M Sell
72,449
-1,659
-2% -$80.5K 0.05% 215
2025
Q4 		$3.41M Buy
74,108
+4,949
+7% +$226K 0.05% 179
2025
Q3 		$3.12M Sell
69,159
-535
-0.8% -$23.2K 0.05% 177
2025
Q2 		$2.88M Sell
69,694
-12,683
-15% -$491K 0.05% 174
2025
Q1 		$3.16M Sell
82,377
-3,344
-4% -$139K 0.06% 166
2024
Q4 		$3.6M Buy
85,721
+2,364
+3% +$102K 0.07% 156
2024
Q3 		$3.49M Buy
83,357
+292
+0.4% +$11.7K 0.07% 151
2024
Q2 		$3.2M Buy
83,065
+1,525
+2% +$58.9K 0.07% 163
2024
Q1 		$3.28M Buy
81,540
+3,107
+4% +$118K 0.08% 162
2023
Q4 		$2.98M Sell
78,433
-1,192
-1% -$40.7K 0.07% 161
2023
Q3 		$2.68M Sell
79,625
-959
-1% -$34.1K 0.07% 154
2023
Q2 		$2.86M Sell
80,584
-5,563
-6% -$188K 0.07% 152
2023
Q1 		$2.93M Sell
86,147
-10,130
-11% -$354K 0.08% 152
2022
Q4 		$3.17M Sell
96,277
-21,361
-18% -$709K 0.1% 155
2022
Q3 		$3.61M Buy
117,638
+1,056
+0.9% +$35.6K 0.11% 147
2022
Q2 		$3.67M Sell
116,582
-13,998
-11% -$482K 0.11% 152
2022
Q1 		$4.97M Sell
130,580
-4,666
-3% -$176K 0.13% 142
2021
Q4 		$5.45M Buy
135,246
+2,441
+2% +$98.8K 0.14% 144
2021
Q3 		$5.18M Buy
132,805
+615
+0.5% +$24.3K 0.15% 138
2021
Q2 		$5.34M Buy
132,190
+10,641
+9% +$423K 0.16% 136
2021
Q1 		$4.68M Buy
121,549
+63,572
+110% +$2.4M 0.15% 136
2020
Q4 		$1.54M Hold
57,977
– – 0.07% 140
2020
Q3 		$1.54M Buy
57,977
+4,116
+8% +$109K 0.06% 140
2020
Q2 		$1.35M Buy
53,861
+30,628
+132% +$706K 0.06% 156
2020
Q1 		$463K Buy
23,233
+2,388
+11% +$62.2K 0.02% 199
2019
Q4 		$603K Buy
20,845
+3,516
+20% +$97.2K 0.03% 211
2019
Q3 		$463K Buy
17,329
+5,704
+49% +$153K 0.02% 223
2019
Q2 		$314K Buy
11,625
+780
+7% +$20.8K 0.02% 238
2019
Q1 		$286K Buy
10,845
+4,218
+64% +$108K 0.02% 225
2018
Q4 		$150K Buy
+6,627
New +$167K 0.01% 243

Other funds holding ESML

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
PHIC
Pine Haven Investment Counsel Fairhaven, Massachusetts $149M AUM 23.2% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return